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Oppenheimer & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Oppenheimer & Co’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47,669
Closed -$3.26M – 1669
2025
Q3 		$3.26M Sell
47,669
-492
-1% -$34.3K 0.04% 456
2025
Q2 		$3.39M Buy
+48,161
New +$3.39M 0.04% 436
2022
Q3 		– Sell
-167,580
Closed -$10.9M – 1421
2022
Q2 		$10.9M Buy
167,580
+75,594
+82% +$5.08M 0.23% 87
2022
Q1 		$6.14M Buy
+91,986
New +$6.13M 0.11% 229
2018
Q1 		– Sell
-4,878
Closed -$206K – 1365
2017
Q4 		$206K Buy
+4,878
New +$200K 0.01% 1199
2016
Q1 		– Sell
-6,282
Closed -$227K – 1284
2015
Q4 		$227K Sell
6,282
-234
-4% -$8.45K 0.01% 1071
2015
Q3 		$223K Buy
6,516
+21
+0.3% +$738 0.01% 1120
2015
Q2 		$227K Hold
6,495
– – 0.01% 1226
2015
Q1 		$229K Buy
6,495
+12
+0.2% +$421 0.01% 1232
2014
Q4 		$227K Sell
6,483
-6
-0.1% -$205 0.01% 1158
2014
Q3 		$213K Buy
6,489
+183
+3% +$6.07K 0.01% 1220
2014
Q2 		$209K Buy
+6,306
New +$205K 0.01% 1239

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oppenheimer & Co's IYK Position: Q4 2025 in Review

Oppenheimer & Co sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 47,669 shares — an estimated $3.26M sold.

Oppenheimer & Co first reported a position in IYK in Q2 2014 and held it in 12 quarters. The position peaked at $10.9M in Q2 2022. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Oppenheimer & Co reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 47,669 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $3.26M.
  • Oppenheimer & Co first reported a position in iShares US Consumer Staples ETF in Q2 2014 and held it in 12 quarters.
  • Oppenheimer & Co's iShares US Consumer Staples ETF position peaked at $10.9M in Q2 2022.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.